PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. T & M ASSOCIATES
Sponsor portfolioTH

T & M ASSOCIATES

EIN 22-1806708-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$103.0M assets
Welfare
1
$729K premiums
Participants
887
11 TINDALL ROAD - MIDDLETOWN, NJ 07748732-671-6400tandmassociates.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filings
#002401k-$103.0M - 528 part#502Mixed-$729K - 671 lives

Benefits portfolio analytics

1 plan / $729K premiums / 671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$442K
  • Short-term disability$442K
  • Long-term disability$442K
  • Other$428K
  • Dental$231K
  • Vision$38K
Total $729K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA63%
  • DELTA DENTAL OF CALIFORNIA32%
  • VISION SERVICE PLAN5%
Total $729K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LACHER & ASSOCIATES INSURANCE71%
  • CONNER STRONG & BUCKELEW29%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE PLAN

401k

Assets$103.0M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

T&M ASSOCIATES EMPLOYEE WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$729K
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE PLAN401k$103.0M5282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502T&M ASSOCIATES EMPLOYEE WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$729K6712025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica